Could the way you've saved for retirement create an unexpected tax problem later on? In this episode, Brandon Bowen explains the three primary tax buckets—tax-deferred, taxable, and tax-free accounts—and why having a mix of each can create more flexibility in retirement. He discusses common challenges retirees face when most of their savings are concentrated in one account type, along with strategies to consider when planning withdrawals and managing taxes. Learn how thoughtful tax diversification can play an important role in an overall retirement income plan.

Like what you hear? Get a second opinion today: bowenwealth.com

Follow us on social media: YouTube | Facebook | LinkedIn